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Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Dan Owens, CPA/PFS, CFP®, CMFC®, CRPC®

Financial Advisor

706-235-5222 x12

706-622-4750

danowens@owensfinancialgroup.org

I work with businesses and individuals, providing a financial direction for their assets that can lead them to their investment goals. At Owens Financial Group, Inc., I will work hand-in-hand with you on developing a disciplined plan...

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Tyler Owens

Financial Advisor

706-235-5222 x14

706-622-4750

tyler@owensfinancialgroup.org

As the son of a financial advisor, the finance industry has always been a part of my life. My father, who founded Owens Financial Group, would come home from work with stories about the people he’d met, the problems he helped...
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Jan Leonard ChFC®, RFC®, CKA®

Financial Advisor

706-235-5222 x13

706-622-4750

jleonard@owensfinancialgroup.org

I haven’t always been a financial advisor. When I attended Berry College here in Rome, GA, I double-majored in Psychology and Sports Training. But when I joined Owens Financial Group in August of 2000, I felt I had found the...

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Candy Russell

Client Service Specialist/Administrative Assistant

706-235-5222 ext. 11

706-622-4750

candy@owensfinancialgroup.org

I joined Owens Financial Group in the fall of 2021. I’m originally from North Carolina but consider Georgia home. I live in Rockmart, GA with my husband, Jeff, my son, Montgomery, and daughter Kynleigh.I enjoy traveling, reading,...
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Mason Minshew

Accountant

706-235-5222 x20

706-622-4750

As a native Roman, I joined the firm as a staff accountant in June of 2017. I graduated from Shorter University in December 2016 with a degree in Accounting and a minor in Marketing. Recenlty, I have returned to my Alma Mater, Shorter...

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Takesha Dublin

Bookkeeper

706-235-5222

I am a Rome native and started working for Owens Financial Group in June of 2022. I have obtained my A.S. in Business Administration and am currently attending Shorter University working towards my bachelor's degree in Accounting. I...
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